Senior HNW Business Development Manager

HSBC; Hong Kong; On-site; HKD 900,000 - 1,500,000; Full time

Job summary

HSBC Life is seeking a Senior HNW Business Development Manager to provide specialist advice on HSBC life insurance solutions for high net worth clients. You will connect with clients to understand their financial goals and collaborate with relationship managers to grow insurance sales.

The role requires in-depth knowledge of life insurance products, HNW market trends, and regulatory standards, plus a valid insurance license and CPD compliance.

Qualifications

• Bachelor's degree in Business or a related field.
• Solid experience and understanding in life insurance products, HNW market trends, and regulatory requirements.
• Prior experience within the insurance industry.
• Insurance related license is required, including completion of Insurance Intermediaries Qualifying Examination Long Term Business (i.e. Principle & Practice of Insurance Examination [paper 1] and Long Term Insurance Examination [paper 3]), and complying with related Continuing Professional Development (CPD) requirements
• Proven track record of achieving business growth and developing strategic partnerships.
• Excellent communication, negotiation, and interpersonal skills.
• Strong analytical and problem-solving skills.
• Ability to work independently and as part of a team.

Responsibilities

• Act as a client facing role to provide specialist advice on appropriate HSBC insurance solutions tailored to the needs of HNW customers
• Connect with HNW customers to build strong relationships and understand their financial goals and insurance needs
• Drive HSBC insurance sales to fulfill customer’s insurance needs together with RMs
• Act as subject matter expertise and provide coaching for RM teams on HSBC insurance products and propositions
• Manage sales planning and pipeline prioritization activities
• Work closely with internal stakeholders to drive outcomes for the best interest of customers
• Ensure all regulated activities are conducted in compliance with both internal policies and external regulatory requirements
• Maintain a strong focus on risk management and uphold HSBC’s commitment to conduct practices.

Skills

Communication skills

Negotiation

Analytical skills

Teamwork

Independent worker

Education

Bachelor's degree in Business or related field

Job description

HSBC Life is a world-class institution where you can specialize in Insurance but enjoy the advantages that come with being part of a leading global international bank. Insurance is about people, and the promises they make.At HSBC Life we help deliver on these promises by providing a wide variety of life insurance products and services to our clients throughout the Asia-Pacific Region. Our Employees enjoy a dynamic and innovative workplace and a world of opportunities to develop their careers in a high-profile growing business segment. We empower our team of high-performing individuals to build skills and explore new experiences to realise the full potential of being part of HSBC.Together we pursue efficient ways of working. We harness the latest data and technology solutions to achieve meaningful outcomes for our clients. The protection we offer creates broad and lasting impact, helping clients to be healthier, more productive and more confident in their futures.

We are currently seeking a high calibre professional to join our team as a Senior HNW Business Development Manager.

In this role you will:

• Act as a client facing role to provide specialist advice on appropriate HSBC insurance solutions tailored to the needs of HNW customers
• Connect with HNW customers to build strong relationships and understand their financial goals and insurance needs
• Drive HSBC insurance sales to fulfill customer’s insurance needs together with RMs
• Act as subject matter expertise and provide coaching for RM teams on HSBC insurance products and propositions
• Manage sales planning and pipeline prioritization activities
• Work closely with internal stakeholders to drive outcomes for the best interest of customers
• Ensure all regulated activities are conducted in compliance with both internal policies and external regulatory requirements
• Maintain a strong focus on risk management and uphold HSBC’s commitment to conduct practices.

To be successful you will need:

• Bachelor's degree in Business or a related field.
• Solid experience and understanding in life insurance products, HNW market trends, and regulatory requirements.
• Prior experience within the insurance industry.
• Insurance related license is required, including completion of Insurance Intermediaries Qualifying Examination Long Term Business (i.e. Principle & Practice of Insurance Examination [paper 1] and Long Term Insurance Examination [paper 3]), and complying with related Continuing Professional Development (CPD) requirements
• Proven track record of achieving business growth and developing strategic partnerships.
• Excellent communication, negotiation, and interpersonal skills.
• Strong analytical and problem-solving skills.
• Ability to work independently and as part of a team.

The employment is subject to Mandatory Reference Checking Scheme (MRCS) as per regulatory requirement. For details, please refer to (Mandatory Reference Checking Scheme Phase 2 | The Hong Kong Association of Banks).

Candidate with less relevant experience or skills may be offered a lower Global Career Band than stated above.

Opening up a world of opportunity

HSBC is committed to building a culture where all employees are valued, respected and opinions count. We take pride in providing a workplace that fosters continuous professional development, flexible working and opportunities to grow within an inclusive and diverse environment. Personal data held by the Bank relating to employment applications will be used in accordance with our Privacy Statement, which is available on our website.

Issued by The Hongkong and Shanghai Banking Corporation Limited.